Applied Optoelectronics, Inc.
AAOI- Exchange
- Nasdaq
- Industry
- Semiconductors & Related Devices
- SEC CIK
- 0001158114
In the last 90 days, Applied Optoelectronics, Inc. insiders filed 0 open-market purchases and 7 sales; 483 institutions reported holding it in 13F filings for Q2 2026, worth $7.56B in total; superinvestors Greenwoods Asset Management and Maverick Capital hold it.
13F holders, Q2 2026
Institutional positions in Applied Optoelectronics, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 483
- +113 vs. Q1 2026
- Shares held
- 51.0M
- −1.99M (−3.8%) vs. Q1 2026
- Total value
- $7.56B
- +$3.08B (+68.7%) vs. Q1 2026
- New holders
- 176
- 137 more added
- Sold out
- 63
- 144 more reduced
6 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AAOI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 483 | $7.56B |
| Q1 2026 | 376 | $4.49B |
| Q4 2025 | 220 | $1.67B |
| Q3 2025 | 180 | $1.03B |
| Q2 2025 | 147 | $848.5M |
| Q1 2025 | 147 | $477.5M |
| Q4 2024 | 157 | $1.13B |
| Q3 2024 | 140 | $421.7M |
| Q2 2024 | 134 | $242.1M |
| Q1 2024 | 119 | $397.3M |
| Q4 2023 | 103 | $455.8M |
| Q3 2023 | 77 | $171.9M |
| Q2 2023 | 55 | $71.8M |
| Q1 2023 | 52 | $19.4M |
| Q4 2022 | 62 | $17.5M |
| Q3 2022 | 62 | $25.2M |
| Q2 2022 | 63 | $14.7M |
| Q1 2022 | 70 | $35.6M |
| Q4 2021 | 86 | $55.7M |
| Q3 2021 | 102 | $96.7M |
| Q2 2021 | 108 | $111.9M |
| Q1 2021 | 110 | $117.8M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Applied Optoelectronics, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,450,270 | $955.7M | 0.01% | −742,059−10.3% | Reduced |
| Invesco Ltd. | 3,414,262 | $505.9M | 0.04% | +1,399,857+69.5% | Added |
| Vanguard Capital Management LLC | 3,363,001 | $498.3M | 0.01% | +301,479+9.8% | Added |
| Marex Group plc | 2,830,272 | $419.3M | 3.12% | +2,541,105+878.8% | Added |
| Vanguard Portfolio Management LLC | 2,651,718 | $392.9M | 0.02% | +849,835+47.2% | Added |
| UBS Group AG | 2,111,464 | $312.8M | 0.05% | +1,140,720+117.5% | Added |
| Oberweis Asset Management Inc | 1,791,127 | $265.4M | 5.48% | −558,842−23.8% | Reduced |
| Geode Capital Management, LLC | 1,670,936 | $247.6M | 0.01% | +49,631+3.1% | Added |
| Value Aligned Research Advisors, LLC | 1,595,124 | $236.3M | 1.41% | +327,186+25.8% | Added |
| Goldman Sachs Group Inc | 1,586,453 | $235.0M | 0.02% | +501,689+46.2% | Added |
| State Street Corp | 1,497,617 | $221.9M | 0.01% | −146,676−8.9% | Reduced |
| Hood River Capital Management LLC | 1,392,510 | $206.3M | 1.50% | +116,991+9.2% | Added |
| Clear Street Group Inc. | 1,231,143 | $182.4M | 0.58% | +1,231,143 | New |
| Morgan Stanley | 1,115,138 | $165.2M | 0.01% | +387,572+53.3% | Added |
| JPMorgan Chase & Co | 1,068,246 | $160.9M | 0.01% | −42,886−3.9% | Reduced |
| Frontier Capital Management Co LLC | 975,318 | $144.5M | 1.35% | +691,172+243.2% | Added |
| Susquehanna International Group, LLP | 648,986 | $96.2M | 0.09% | +562,013+646.2% | Added |
| Jane Street Group, LLC | 563,557 | $83.5M | 0.05% | −1,715,761−75.3% | Reduced |
| William Blair Investment Management, LLC | 504,202 | $74.7M | 0.22% | +504,202 | New |
| Vanguard Fiduciary Trust Co | 488,922 | $72.4M | 0.02% | +41,240+9.2% | Added |
| Charles Schwab Investment Management Inc | 476,027 | $70.5M | 0.01% | −56,201−10.6% | Reduced |
| Northern Trust Corp | 417,720 | $61.9M | 0.01% | −165,774−28.4% | Reduced |
| Capula Management Ltd | 380,749 | $56.4M | 0.25% | +380,749 | New |
| Gilder Gagnon Howe & Co LLC | 343,014 | $50.8M | 0.52% | −112,361−24.7% | Reduced |
| Dimensional Fund Advisors LP | 309,932 | $45.9M | 0.01% | +380.0% | Added |
| Colony Group, LLC | 286,179 | $42.4M | 0.04% | −92,883−24.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 270,751 | $40.1M | 0.20% | −1,238−0.5% | Reduced |
| BNP Paribas Arbitrage, SA | 252,013 | $37.3M | 0.02% | +232,564+1,195.8% | Added |
| Westfield Capital Management Co LP | 249,553 | $37.0M | 0.12% | +249,553 | New |
| Wellington Management Group LLP | 244,081 | $36.2M | 0.01% | −13,627−5.3% | Reduced |
| Victory Capital Management Inc | 243,197 | $36.0M | 0.02% | +191,563+371.0% | Added |
| Neuberger Berman Group LLC | 242,612 | $35.9M | 0.02% | −274,729−53.1% | Reduced |
| Raymond James Financial Inc | 235,127 | $34.8M | 0.01% | −498,569−68.0% | Reduced |
| Bank of America Corp | 227,539 | $33.7M | 0.00% | −13,347−5.5% | Reduced |
| IMC-Chicago, LLC | 223,442 | $33.1M | 0.30% | +112,526+101.5% | Added |
| Bank of New York Mellon Corp | 219,812 | $32.6M | 0.01% | +48,854+28.6% | Added |
| Emerald Advisers, LLC | 211,574 | $31.3M | 0.74% | −222,308−51.2% | Reduced |
| Ameriprise Financial Inc | 211,480 | $31.3M | 0.01% | −62,643−22.9% | Reduced |
| Canada Pension Plan Investment Board | 188,500 | $27.9M | 0.02% | +188,500 | New |
| Marshall Wace, LLP | 181,389 | $26.9M | 0.02% | +1,967+1.1% | Added |
| Nuveen, LLC | 181,377 | $26.9M | 0.01% | −200,994−52.6% | Reduced |
| Balyasny Asset Management LLC | 175,683 | $26.0M | 0.05% | −293,187−62.5% | Reduced |
| Voya Investment Management LLC | 162,017 | $24.0M | 0.02% | −78,693−32.7% | Reduced |
| Oak Grove Capital LLC | 159,150 | $23.6M | 1.73% | +122,100+329.6% | Added |
| UBS Asset Management Americas Inc | 158,204 | $23.4M | 0.00% | +52,728+50.0% | Added |
| UNICOM Systems, Inc. | 152,483 | $22.6M | 1.47% | +83,892+122.3% | Added |
| Weiss Asset Management LP | 151,868 | $22.5M | 0.25% | +151,868 | New |
| Swiss National Bank | 148,000 | $21.9M | 0.01% | +19,700+15.4% | Added |
| Jain Global LLC | 145,938 | $21.6M | 0.25% | +67,298+85.6% | Added |
| Kennedy Capital Management, Inc. | 143,000 | $21.2M | 0.38% | −136,144−48.8% | Reduced |
| Driehaus Capital Management LLC | 139,416 | $20.7M | 0.12% | −492,921−78.0% | Reduced |
| Emerald Mutual Fund Advisers Trust | 136,959 | $20.3M | 0.71% | −134,801−49.6% | Reduced |
| Norges Bank | 131,200 | $19.4M | 0.00% | +131,200 | New |
| Shellback Capital, LP | 131,004 | $19.4M | 1.70% | +66,004+101.5% | Added |
| First Trust Advisors LP | 129,769 | $19.2M | 0.01% | −86,496−40.0% | Reduced |
| Millennium Management LLC | 126,326 | $18.7M | 0.01% | +29,918+31.0% | Added |
| Funde Sino Life Insurance Co Ltd | 120,306 | $17.8M | 5.81% | +120,306 | New |
| Royal Bank of Canada | 114,758 | $17.0M | 0.00% | −13,213−10.3% | Reduced |
| Squarepoint Ops LLC | 114,429 | $17.0M | 0.03% | −381,369−76.9% | Reduced |
| Price T Rowe Associates Inc | 110,933 | $16.4M | 0.00% | −1,621,448−93.6% | Reduced |
| Algert Global LLC | 110,843 | $16.4M | 0.19% | +4,208+3.9% | Added |
| Group One Trading, L.P. | 110,362 | $16.4M | 0.47% | −25,610−18.8% | Reduced |
| Silvercrest Asset Management Group LLC | 106,911 | $15.8M | 0.10% | −38,837−26.6% | Reduced |
| Lord, Abbett & Co. LLC | 103,700 | $15.4M | 0.04% | +49,096+89.9% | Added |
| Fred Alger Management, LLC | 101,831 | $15.1M | 0.05% | +101,831 | New |
| Federated Hermes, Inc. | 100,296 | $14.9M | 0.02% | +100,062+42,761.5% | Added |
| SEI Investments Co | 89,584 | $13.3M | 0.01% | −69,287−43.6% | Reduced |
| California State Teachers Retirement System | 85,592 | $12.7M | 0.01% | +15,128+21.5% | Added |
| Nomura Holdings Inc | 83,298 | $12.3M | 0.05% | +83,298 | New |
| Commonwealth Equity Services, LLC | 77,213 | $11.4M | 0.01% | −12,456−13.9% | Reduced |
| 1492 Capital Management LLC | 76,405 | $11.3M | 3.34% | −48,731−38.9% | Reduced |
| Rhumbline Advisers | 75,872 | $11.2M | 0.01% | −5,312−6.5% | Reduced |
| Citadel Advisors LLC | 72,798 | $10.8M | 0.01% | −348,205−82.7% | Reduced |
| Assenagon Asset Management S.A. | 72,164 | $10.7M | 0.01% | +23,402+48.0% | Added |
| Zweig-DiMenna Associates LLC | 71,835 | $10.6M | 0.97% | −8,215−10.3% | Reduced |
| Fifth Third Bancorp | 70,932 | $10.5M | 0.02% | +51,607+267.0% | Added |
| Russell Investments Group, Ltd. | 69,926 | $10.4M | 0.01% | +34,236+95.9% | Added |
| Global Trust Asset Management, LLC | 69,849 | $10.3M | 3.24% | +10,287+17.3% | Added |
| Legal & General Group Plc | 63,555 | $9.42M | 0.00% | −1,243−1.9% | Reduced |
| Axiom Investors LLC | 63,178 | $9.36M | 0.08% | −31,837−33.5% | Reduced |
| State Board of Administration of Florida Retirement System | 61,806 | $9.16M | 0.02% | +46,767+311.0% | Added |
| Citigroup Inc | 60,912 | $9.02M | 0.00% | −89,414−59.5% | Reduced |
| Tudor Investment Corp Et Al | 60,695 | $8.99M | 0.04% | −382,086−86.3% | Reduced |
| T. Rowe Price Investment Management, Inc. | 59,087 | $8.76M | 0.01% | −584,058−90.8% | Reduced |
| FirstWave Capital Management LLC | 58,277 | $8.63M | 3.81% | +38,823+199.6% | Added |
| Nomura Asset Management International Inc. | 57,532 | $8.52M | 0.01% | +57,532 | New |
| Timothy G. Youngquist 2020 Irrevocable Trust | 55,796 | $8.27M | 1.66% | +7,909+16.5% | Added |
| Rice Hall James & Associates, LLC | 55,769 | $8.26M | 0.40% | −42,549−43.3% | Reduced |
| Oak Ridge Investments LLC | 55,730 | $8.26M | 0.47% | +17,730+46.7% | Added |
| SG Americas Securities, LLC | 54,791 | $8.12M | 0.00% | −141,117−72.0% | Reduced |
| Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management | 53,520 | $7.93M | 0.36% | +53,520 | New |
| New York State Common Retirement Fund | 53,505 | $7.93M | 0.01% | −104,898−66.2% | Reduced |
| Kultura Capital Management LP | 53,345 | $7.90M | 3.63% | +16,745+45.8% | Added |
| Emerald Investment Advisers, LLC | 53,055 | $7.86M | 0.52% | −5,020−8.6% | Reduced |
| Vanguard Asset Management, Ltd | 52,733 | $7.81M | 0.01% | +8,797+20.0% | Added |
| Handelsbanken Fonder AB | 52,100 | $7.72M | 0.02% | +52,100 | New |
| Deutsche Bank AG | 50,726 | $7.52M | 0.00% | −15,795−23.7% | Reduced |
| Next Century Growth Investors LLC | 49,989 | $7.41M | 0.39% | −270,742−84.4% | Reduced |
| Fund Resources Investment Holding Group Co Ltd | 49,988 | $7.41M | 0.91% | +49,988 | New |
| AQR Capital Management LLC | 49,525 | $7.34M | 0.00% | +18,753+60.9% | Added |